What is Happening in the ESG World?

Thursday, 25 February 2021

ESG investing continues to trend upward, and this “virtuous cycle” is causing major changes from big companies – some of which may surprise you.

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The Energy Sector

By Jay Pluimer, AIF® CIMA®

Thursday, 10 December 2020

The energy sector represented nearly one-third of the S&P index in the 1980s, but now it is less than 2% and 2020 may be a decisive turning point for energy sector stocks.

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What is ESG?

By Jay Pluimer, AIF® CIMA®

Thursday, 08 October 2020

This investment strategy allows you to align your values with your dollars, while influencing corporate behavior, too.

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ESG Investing – Opportunity to Align Values and Dollars

An important aspect of Environmental Social Governance (ESG) investing is the opportunity to align your values with your dollars.

By Jay Pluimer, AIF® CIMA®

Monday, 05 October 2020
ESG Investing – Opportunity to Align Values and Dollars

How to Profit from Your Values

An important aspect of Environmental Social Governance (ESG) investing is the opportunity to align your values with your dollars. This has been a rapidly expanding part of the investment universe leading to more investment options, more dollars behind those investments, and more impact on corporate behavior. Flourish Wealth Management has been supporting clients’ investment portfolios with ESG strategies for the past few years and has been more actively introducing this investment option to clients for the past 12-18 months. ESG isn’t for everyone, and we don’t put any pressure on clients to include these themes into their investments. However, in a period of significant social disruption, this is an opportunity to provide additional insights into ESG investing.

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Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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